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Articles tagged "Potomac Investments"


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The IMPACT production team went all-out to craft a dramatic backdrop for Bernie Clark's opening remarks.

The 2012 Schwab IMPACT conference comes off with a theatrical flair

Bernie Clark all but donned top hat and tails for a dramatic presentation of upcoming initiatives, and a last-minute celeb subbed for a famed basketball coach

November 15, 2012 at 8:49 PM

Liz Ann Sonders: A lot of people think analysts are in la-la land.

Liz Ann Sonders: Markets may have to tank before lawmakers step back from the fiscal cliff

Speaking at IMPACT, Schwab's chief strategist also weighs in on the net effect of long-term low interest rates and the looming cliff after the looming cliff: The debt ceiling

November 14, 2012 at 5:24 PM

Joe Perry: The way  JHS presented its ethical guidelines helped win his business.

A decade of baby steps led a broker from Merrill Lynch to a three-office hybrid of his own

Potomac Investments now uses broker JHS, where an ethics policy carried the day

July 29, 2010 at 3:49 AM

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